See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,395 | $73,933-77.8% | $96,683-83.0% | $75,163-78.2% |
| Participation rate | 92.6% | 66.4%+26.2pp | 74.3%+18.2pp | 67.2%+25.4pp |
| Annual return | 18.55% | 26.70%-8.2pp | 35.69%-17.1pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,542 | $2,928-13.2% | $3,737-32.0% | $2,670-4.8% |
| Participant deferral / active EE | $3,804 | $3,659+4.0% | $4,878-22.0% | $4,125-7.8% |
| Admin fee / account holder | $61 | $5,216-98.8% | $6,730-99.1% | $5,651-98.9% |